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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,508 | $175,231+45.8% | $149,696+70.7% | $139,466+83.2% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 16.22% | 166.77%-150.6pp | 134.46%-118.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,926 | $5,478-46.6% | $4,821-39.3% | $4,754-38.4% |
| Participant deferral / active EE | $10,202 | $6,521+56.4% | $5,682+79.5% | $6,712+52.0% |
| Admin fee / account holder | $4,244 | $16,155-73.7% | $13,212-67.9% | $11,409-62.8% |